- Build and own a driver-based Marketing and Sales forecast linking channel spend, leads, applications, fundings, and revenue.
- Own the Marketing and Sales expense plan, including channel and program spend, agency and vendor costs, headcount, and commissions.
- Track actual-to-forecast variances and provide actionable insights to senior management.
- Model ROI for new channels, campaigns, partnerships, and sales initiatives, and run budget reallocation scenarios.
- Advise Marketing and Sales leaders on spending and investment priorities based on return.
- Produce monthly go-to-market performance reporting and dashboards covering CAC, cost per funded deal, conversion rates, and ROAS.
- Partner with Accounting on marketing accruals, prepaid spend, and commission calculations to support an accurate month-end close.
- Partner with Marketing Analytics and Data teams to reconcile ad-platform spend with the general ledger and establish a single source of truth for go-to-market metrics.
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